Most of us lack the time, desire, and expertise to maximize our retirement nest egg.
Performance must be viewed as the best rate of return after accounting for risk, fees, and taxes. This means we should look to maximize all areas for opportunity and efficiency
- Investment strategy aligned to tax situation and legal complexities
- Proper asset placement and active tax-loss harvesting
- Stock and Bond portfolio aligned to real estate and other investments
- Retirement income strategy focused on total-return approach to maximize taxes